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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,369 | $47,977-45.0% | $154,111-82.9% | $56,287-53.2% |
| Participation rate | 43.4% | 66.2%-22.8pp | 83.0%-39.6pp | 69.9%-26.4pp |
| Annual return | -6.28% | 3.54%-9.8pp | 735.18%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $402 | $2,169-81.4% | $5,298-92.4% | $2,111-80.9% |
| Participant deferral / active EE | $784 | $2,392-67.2% | $5,081-84.6% | $3,350-76.6% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |